Honeywell International Sees Unusually Large Options Volume (NASDAQ:HON)

Honeywell International Inc. (NASDAQ:HON) was the target of some unusual options trading on Thursday. Stock traders bought 11,704 call options on the company. This is an increase of approximately 39% compared to the typical volume of 8,448 call options.

Trending Headlines about Honeywell International

Here are the key news stories impacting Honeywell International this week:

• Positive Sentiment: Q4 beat on both adjusted EPS and revenue; adjusted EPS came in at $2.59 and adjusted sales/ revenue ~ $10.1B, above Street estimates — shows underlying demand strength. Read More.
• Positive Sentiment: Orders and backlog surged (orders up ~23% organically, backlog >$37B), driven by aerospace aftermarket/service demand — supports revenue visibility and future service revenue. Read More.
• Positive Sentiment: Company raised/issued 2026 outlook: 2026 adjusted EPS guide of $10.35–$10.65 (up ~6–9%), signaling management confidence in growth and margins. Read More.
• Positive Sentiment: Aerospace spin‑off timeline moved up to Q3 2026 with leadership for the separated businesses announced — a catalyst that could unlock shareholder value and re-rate the stock. Read More.
• Positive Sentiment: Unusual options activity: a noticeable increase in call buying (≈11,700 calls, ~39% above average), suggesting some traders are positioning for further upside after the print.
• Neutral Sentiment: CEO Vimal Kapur discussed results and AI impacts on CNBC; management commentary may shape near‑term sentiment but was generally supportive of the results. Read More.
• Neutral Sentiment: Analysts and forecasters had adjusted expectations ahead of the release; some price targets and models may be revised following the results (mixed analyst actions). Read More.
• Negative Sentiment: GAAP profit was reduced by charges tied to a recent settlement with Flexjet, which lowered reported net income for the quarter — a one‑time drag that investors should note when comparing GAAP vs. adjusted results. Read More.

Honeywell International Stock Up 4.6%

HON traded up $9.99 during midday trading on Thursday, reaching $226.63. The company’s stock had a trading volume of 3,745,607 shares, compared to its average volume of 4,899,263. Honeywell International has a 1 year low of $169.21 and a 1 year high of $228.04. The stock’s 50-day moving average is $200.95 and its 200-day moving average is $208.99. The firm has a market capitalization of $143.88 billion, a price-to-earnings ratio of 23.92, a PEG ratio of 2.62 and a beta of 0.95. The company has a current ratio of 1.36, a quick ratio of 1.04 and a debt-to-equity ratio of 1.70.

Honeywell International (NASDAQ:HON) last posted its quarterly earnings results on Thursday, January 29th. The conglomerate reported $2.59 earnings per share for the quarter, topping the consensus estimate of $2.57 by $0.02. The company had revenue of $10.07 billion for the quarter, compared to the consensus estimate of $9.60 billion. Honeywell International had a return on equity of 38.11% and a net margin of 15.07%.The firm’s quarterly revenue was up 6.4% compared to the same quarter last year. During the same quarter in the prior year, the business posted $2.47 EPS. As a group, research analysts expect that Honeywell International will post 10.34 EPS for the current year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the company. Holos Integrated Wealth LLC bought a new stake in shares of Honeywell International in the 4th quarter worth $25,000. Chung Wu Investment Group LLC purchased a new stake in shares of Honeywell International during the second quarter valued at $26,000. Barnes Dennig Private Wealth Management LLC boosted its position in shares of Honeywell International by 491.7% during the third quarter. Barnes Dennig Private Wealth Management LLC now owns 142 shares of the conglomerate’s stock valued at $30,000 after buying an additional 118 shares during the last quarter. JPL Wealth Management LLC bought a new stake in Honeywell International in the 3rd quarter worth about $31,000. Finally, RMG Wealth Management LLC purchased a new position in Honeywell International in the 2nd quarter worth about $33,000. Institutional investors own 75.91% of the company’s stock.

Analyst Ratings Changes

HON has been the topic of several research analyst reports. Barclays reduced their target price on Honeywell International from $269.00 to $250.00 and set an “overweight” rating on the stock in a research note on Wednesday, December 24th. Wall Street Zen raised shares of Honeywell International to a “hold” rating in a research report on Saturday, January 3rd. Deutsche Bank Aktiengesellschaft dropped their target price on shares of Honeywell International from $265.00 to $264.00 and set a “buy” rating for the company in a research report on Monday, December 8th. HSBC cut their target price on shares of Honeywell International from $290.00 to $266.00 and set a “buy” rating on the stock in a research note on Tuesday, November 11th. Finally, Jefferies Financial Group decreased their price target on shares of Honeywell International from $230.00 to $220.00 in a research note on Monday, November 3rd. Eleven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, Honeywell International has an average rating of “Moderate Buy” and an average price target of $237.67.

Honeywell International Company Profile

Honeywell International Inc is a diversified, publicly traded multinational conglomerate (NASDAQ: HON) that designs and manufactures a wide range of commercial and consumer products, engineering services and aerospace systems. The company operates through major business platforms that historically include Aerospace; Building Technologies; Performance Materials and Technologies; and Safety and Productivity Solutions. Its portfolio spans avionics and propulsion systems, building controls and HVAC equipment, process technologies and advanced materials, industrial automation software, and personal protective equipment and scanning solutions.

Honeywell’s aerospace business supplies aircraft manufacturers and operators with engines and auxiliary power units, avionics, flight safety systems and aftermarket services.